0001398344-20-019994.txt : 20201013
0001398344-20-019994.hdr.sgml : 20201013
20201013153903
ACCESSION NUMBER: 0001398344-20-019994
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201013
DATE AS OF CHANGE: 20201013
EFFECTIVENESS DATE: 20201013
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SYM FINANCIAL Corp
CENTRAL INDEX KEY: 0000764739
IRS NUMBER: 351550787
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18543
FILM NUMBER: 201236166
BUSINESS ADDRESS:
STREET 1: 801 PARK AVE
CITY: WINONA LAKE
STATE: IN
ZIP: 46590
BUSINESS PHONE: 2192672300
MAIL ADDRESS:
STREET 1: 801 PARK AVE
CITY: WINONA LAKE
STATE: IN
ZIP: 46590
FORMER COMPANY:
FORMER CONFORMED NAME: SYM FINANCIAL CORPORATION
DATE OF NAME CHANGE: 19850318
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000764739
XXXXXXXX
09-30-2020
09-30-2020
false
SYM FINANCIAL Corp
801 PARK AVE
WINONA LAKE
IN
46590
13F HOLDINGS REPORT
028-18543
N
Crystal L. Creekmore
Chief Compliance Officer
574-267-2300
/s/ Crystal L. Creekmore
Winona Lake
IN
10-13-2020
0
84
133553
INFORMATION TABLE
2
fp0058387_13fhr-table.xml
13F INFORMATION TABLE
AMAZON COM INC
COM
023135106
362
115
SH
SOLE
0
0
115
APPLE INC
COM
037833100
1178
10176
SH
SOLE
0
0
10176
AUTOMATIC DATA PROCESSING IN
COM
053015103
243
1745
SH
SOLE
0
0
1745
CORTEVA INC
COM
22052L104
7484
259780
SH
SOLE
0
0
259780
DOW INC
COM
260557103
25132
534153
SH
SOLE
0
0
534153
DUPONT DE NEMOURS INC
COM
26614N102
24917
449119
SH
SOLE
0
0
449119
FIRST TRUST SPECIALTY FINANC
COM BEN INTR
33733G109
104
45379
SH
SOLE
0
0
45379
GENERAL ELECTRIC CO
COM
369604103
138
22208
SH
SOLE
0
0
22208
INTEL CORP
COM
458140100
211
4084
SH
SOLE
0
0
4084
ISHARES INC
MSCI GBL MIN VOL
464286525
273
2972
SH
SOLE
0
0
2972
ISHARES TR
CORE S&P TTL STK
464287150
31
414
SH
SOLE
0
0
414
ISHARES TR
CHINA LG-CAP ETF
464287184
43
1012
SH
SOLE
0
0
1012
ISHARES TR
CORE US AGGBD ET
464287226
316
2677
SH
SOLE
0
0
2677
ISHARES TR
MSCI EMG MKT ETF
464287234
36
811
SH
SOLE
0
0
811
ISHARES TR
IBOXX INV CP ETF
464287242
6
42
SH
SOLE
0
0
42
ISHARES TR
S&P 500 GRWT ETF
464287309
156
675
SH
SOLE
0
0
675
ISHARES TR
S&P 500 VAL ETF
464287408
3
27
SH
SOLE
0
0
27
ISHARES TR
20 YR TR BD ETF
464287432
2
11
SH
SOLE
0
0
11
ISHARES TR
RUS MDCP VAL ETF
464287473
39
478
SH
SOLE
0
0
478
ISHARES TR
RUS MD CP GR ETF
464287481
81
466
SH
SOLE
0
0
466
ISHARES TR
NASDAQ BIOTECH
464287556
5
34
SH
SOLE
0
0
34
ISHARES TR
U.S. CNSM SV ETF
464287580
40
161
SH
SOLE
0
0
161
ISHARES TR
RUS 1000 GRW ETF
464287614
51
234
SH
SOLE
0
0
234
ISHARES TR
RUS 1000 ETF
464287622
32
173
SH
SOLE
0
0
173
ISHARES TR
RUS 2000 VAL ETF
464287630
1
8
SH
SOLE
0
0
8
ISHARES TR
RUS 2000 GRW ETF
464287648
31
138
SH
SOLE
0
0
138
ISHARES TR
RUSSELL 2000 ETF
464287655
32
215
SH
SOLE
0
0
215
ISHARES TR
CORE S&P US VLU
464287663
166
3058
SH
SOLE
0
0
3058
ISHARES TR
U.S. ENERGY ETF
464287796
18
1154
SH
SOLE
0
0
1154
ISHARES TR
MSCI ACWI ETF
464288257
1013
12671
SH
SOLE
0
0
12671
ISHARES TR
EAFE SML CP ETF
464288273
11
185
SH
SOLE
0
0
185
ISHARES TR
JPMORGAN USD EMG
464288281
1
7
SH
SOLE
0
0
7
ISHARES TR
NATIONAL MUN ETF
464288414
1
9
SH
SOLE
0
0
9
ISHARES TR
IBOXX HI YD ETF
464288513
43
514
SH
SOLE
0
0
514
ISHARES TR
MBS ETF
464288588
14
125
SH
SOLE
0
0
125
ISHARES TR
EAFE VALUE ETF
464288877
115
2842
SH
SOLE
0
0
2842
ISHARES TR
MSCI INTL SML CP
46434V266
194
6446
SH
SOLE
0
0
6446
ISHARES TR
MSCI USA SML CP
46434V290
177
4749
SH
SOLE
0
0
4749
ISHARES TR
MSCI GBL MULTIFC
46434V316
938
31573
SH
SOLE
0
0
31573
ISHARES TR
YLD OPTIM BD
46434V787
296
11500
SH
SOLE
0
0
11500
J P MORGAN EXCHANGE-TRADED F
DIV RTN INT EQ
46641Q209
156
3023
SH
SOLE
0
0
3023
J P MORGAN EXCHANGE-TRADED F
DIV RTN EM EQT
46641Q308
133
2839
SH
SOLE
0
0
2839
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
0
1
SH
SOLE
0
0
1
J P MORGAN EXCHANGE-TRADED F
INTL BD OPP ETF
46641Q852
105
2093
SH
SOLE
0
0
2093
JOHNSON & JOHNSON
COM
478160104
248
1667
SH
SOLE
0
0
1667
JPMORGAN CHASE & CO
COM
46625H100
211
2193
SH
SOLE
0
0
2193
LILLY ELI & CO
COM
532457108
866
5852
SH
SOLE
0
0
5852
LINCOLN NATL CORP IND
COM
534187109
305
9737
SH
SOLE
0
0
9737
MICROSOFT CORP
COM
594918104
960
4564
SH
SOLE
0
0
4564
PIMCO CORPORATE & INCOME OPP
COM
72201B101
229
14222
SH
SOLE
0
0
14222
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
30942
388518
SH
SOLE
0
0
388518
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1
20
SH
SOLE
0
0
20
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
21
684
SH
SOLE
0
0
684
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
169
2875
SH
SOLE
0
0
2875
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1101
21379
SH
SOLE
0
0
21379
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
109
1035
SH
SOLE
0
0
1035
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
169
1152
SH
SOLE
0
0
1152
SELECT SECTOR SPDR TR
ENERGY
81369Y506
205
6858
SH
SOLE
0
0
6858
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
21
870
SH
SOLE
0
0
870
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
15
252
SH
SOLE
0
0
252
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
1
26
SH
SOLE
0
0
26
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1
22
SH
SOLE
0
0
22
SPDR S&P 500 ETF TR
TR UNIT
78462F103
552
1649
SH
SOLE
0
0
1649
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
224
4535
SH
SOLE
0
0
4535
TCF FINL CORP
COM
872307103
208
8897
SH
SOLE
0
0
8897
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
5
53
SH
SOLE
0
0
53
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
5
45
SH
SOLE
0
0
45
VANGUARD INDEX FDS
VALUE ETF
922908744
2
21
SH
SOLE
0
0
21
VANGUARD INDEX FDS
SMALL CP ETF
922908751
11
73
SH
SOLE
0
0
73
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
26281
154312
SH
SOLE
0
0
154312
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2272
28178
SH
SOLE
0
0
28178
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
14
326
SH
SOLE
0
0
326
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
37
710
SH
SOLE
0
0
710
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
4
53
SH
SOLE
0
0
53
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
212
2040
SH
SOLE
0
0
2040
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
11
112
SH
SOLE
0
0
112
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
217
1686
SH
SOLE
0
0
1686
VANGUARD STAR FDS
VG TL INTL STK F
921909768
2736
52450
SH
SOLE
0
0
52450
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
8
50
SH
SOLE
0
0
50
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
129
891
SH
SOLE
0
0
891
VANGUARD WORLD FDS
INF TECH ETF
92204A702
250
803
SH
SOLE
0
0
803
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
2
14
SH
SOLE
0
0
14
WALMART INC
COM
931142103
242
1729
SH
SOLE
0
0
1729
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
227
1671
SH
SOLE
0
0
1671